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Latest Podcasts

Episode #99 Roth IRA Follow Up And Inheriting Something I Don’t Want

Today’s Smart Money Question: We received quite a few responses from listeners after the last episode, so we’ll be following up on last weeks’s topic by discussing Roth IRA conversions. We’ll also talk about what to do if you inherit a piece of property that you don’t want, and we’ll learn about Stretch IRAs. (Click...

Episode #98 Roth IRA Contribution Limits And Other Questions

Today’s Smart Money Question: This week, we’ll delve into some listener questions about retirement accounts. Matt will clear up the difference between the tax characterization of different types of accounts, as well as whether they should be invested differently. He’ll also discuss what happens if you overfund a Roth IRA, how your Social Security is...

Episode #97 Estate Planning Essentials: Beneficiary Forms And Legal Documents

Today’s Smart Money Question: When it comes to building a retirement plan, one of the biggest items that people overlook, or even avoid, is designating their beneficiaries. But taking the time to do this is key to ensuring that your assets are handed down in the way you intend, and that your estate does not...

Episode #96 What’s The Value Of An Advisor?

Today’s Smart Money Question: Matt recently received an email question from a knowledgeable DIY investor who is considering handing over the reins to a financial advisor, but is skeptical about the value an advisor could provide. So this week, we’ll discuss what type of benefits a true holistic financial advisor should bring to both you...

Episode #95: Julie’s Story – A Client’s Perspective

Today’s Smart Money Question: The featured guest this week is Matt’s current client Julie, who is in the process of planning for retirement and has been working with Matt for several years now. Julie provides some valuable insight into the planning process from a client perspective, and even offers up some great travel tips from...

Episode #94 Mailbag: Savings, Roth or Traditional IRA, College Planning

Today’s Smart Money Question: Today we are answering some Smart Money Questions that listeners sent in.  Jane wants to know about the preferred interest rate for a savings/money market account. Hector asks about the differences between a Roth IRA and a traditional IRA. Finally, Jim wonders about how to properly save for his kids’ college...

Episode #93: Harlan Accola – Behind The Curtain of Reverse Mortgages

Today’s Smart Money Question: If you’re like most people, you’ve probably steered clear of reverse mortgages for one reason or another, but there’s quite a bit more to them that isn’t generally discussed. Matt brings in Harlan Accola to demystify the subject. Who should consider one, and who should not? What kind of options are...

Episode#92: What The Rich DON’T Do With Their Money

Today’s Smart Money Question: This week, let’s look into some basic steps that you can take towards building and protecting wealth, as well as finding peace of mind in your investment plan. (Click the featured times below to jump forward in the episode) Here Are Just A Handful Of Things You’ll Learn: 0:26 -New Format....

Episode #91: Mailbag – Social Security, Inherited Stocks, Market Recessions

We love to feature your questions on the podcast. Join us as we answer your email questions on Social Security, market recessions, and inherited stocks.

Episode #90: Relocating In Retirement

Many couples look to relocate or downsize in retirement. Relocating can be beneficial, but it presents questions you'll need to answer before you move.

Episode #89 Understanding Risk Tolerance

Today’s Smart Money Question: Risk tolerance is a buzzword you often hear in the financial industry. It’s important to understand what it is and how it applies to you as an investor. (Click the featured times below to jump forward in the episode) Here Are Just A Handful Of Things You’ll Learn: -We Don’t Like...

Episode #88: Market Volatility & Risk

Today’s Smart Money Question: There’s a conversation Matt has with clients all the time. It’s about market volatility. It’s one of the most important things to grasp and understand as you prepare for retirement. On this episode, Matt will recount one of those recent conversations with a couple that came into his office, some of...

Episode #87: Mailbag – Paying Off Your House

oin us as we feature your email questions. We'll cover paying off your house and financial planning for married couples.

Episode #86: Attitude Of Gratitude

This time of year, we tend to discuss the attitude of gratitude. In the spirit of the season, we want to take time to be thankful.

Episode #85: Headlines Featuring Scams And Market Crashes

On this edition of the podcast, Matt addresses scams that could attack your wealth and the question of whether a market crash could eat into your portfolio.

Episode 84: Paradigm Shift

As we move from work to retirement, we experience a paradigm shift. Suddenly, we're moving from wealth accumulation to income distribution. Matt explains.

Episode #83: Advising Is Problem-Solving

Many people think of financial advisors as money managers. In reality, advising is problem-solving. Matt gives examples of some of the puzzles he's worked.

Episode #82: Soda Taxes And Fire

Soda taxes are causing folks in Seattle to rethink their purchases, and a new movement is helping millennials to retire early. Matt Explains. 

Episode #81: Matt’s Planning Process Part 02

People ask us what our retirement planning process looks like. Join us for part two of our series detailing one couple's journey through retirement.

Episode #80: Matt’s Planning Process Part 01

People ask us what our retirement planning process looks like. Join us on a two-part series as we detail one couple's seven year journey through retirement.

Episode # 79: Mailbag – Self-Directed IRAs & The Landlord Game

We'll answer your questions and determine whether you should get into the landlord game. We'll also examine whether you should open a self-directed IRA.

Episode #78: Maggie’s Story

We're dropping "Money" from the show today and calling it Smart Questions. Matt shares Maggie's story about his wife's life-altering trip to the hospital.

Episode #77: If Only I’d Met You Sooner!

Matt tells us about times clients have said they wish they'd met him sooner. He'll detail how doing so could've spared them a major headache. 

Episode #76: How The New Tax Code Affects Me

We've talked for months about the tax code changes. Join us as we outline how these changes will affect your personal finances.

Episode #75: Early Retirement Complications

Retiring early is a tempting goal, but it's not without complications. Matt offers insight into overcoming the challenges presented by an early retirement.

Episode #74: Letter From The IRS

Learn what to do when you receive an ominous letter from the IRS. If the IRS is asking you for additional money, consider your options. 

Episode #73: More Than Just Investments

Your retirement plan should consist of more than a collection of investments. Discover the different planning elements that make for a sound retirement.